Kingswood Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 15,908 shares of PFEB stock, worth $589,391. This represents 0.04% of its overall portfolio holdings.
Number of Shares
15,908
Previous 15,908
-0.0%
Holding current value
$589,391
Previous $573 Million
2.11%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding PFEB
# of Institutions
181Shares Held
12.4MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.84MShares$105 Million0.04% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.1MShares$40.8 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ853KShares$31.6 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC436KShares$16.2 Million0.02% of portfolio
-
Steward Financial Group LLC406KShares$15 Million3.92% of portfolio